Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.Learn More
About Us/Our Mission
Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.Learn More
What is Financial Planning?
Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.Learn More
It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.
Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.Contact Us
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Purchasing homeowners insurance is critical for protecting your home.
Earnings season can move markets. What is it and why is it important?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that home, you invested that money?